Investment Management
Your investments don’t exist in isolation. Forward coordinates your portfolio with your tax strategy, your goals, and your complete financial life — so every decision reinforces the rest.
The Problem
Most investors are working with tools built for the 1990s. Here’s what that actually costs you.
Selling winners at the wrong time, missing harvesting opportunities, buying high-expense funds — the tax drag adds up silently every year.
Most portfolios drift for months before anyone notices. By then, you’re overexposed in ways that don’t match your actual risk tolerance or time horizon.
Your brokerage doesn’t know about your 401(k). Your 401(k) doesn’t know about your RSUs. Nobody is coordinating — and that gap costs you.
Our Approach
We build portfolios that know everything about you. Your tax bracket, your equity comp, your retirement timeline, your monthly spending — all of it informs how we invest. The result is a portfolio that works harder because it’s actually coordinated.
Your CFP manages your investments, files your taxes, and builds your financial plan. When one person sees the whole picture, they catch things no one else can.
Tax-first investing
Every trade is evaluated for its tax impact before execution. We don’t just manage returns — we manage after-tax returns.
Direct indexing at scale
Own individual stocks instead of fund wrappers. Harvest losses at the lot level, apply ESG screens, and avoid overlap with existing holdings.
Coordinated with your financial plan
Your portfolio is rebalanced in the context of your full net worth — 401(k), RSUs, real estate, and all.
Continuous automated rebalancing
No drifting for months. We rebalance when drift thresholds are crossed, not on a calendar.
One advisor, one fee
The same CFP who manages your investments also files your taxes. Coordination is built in, not bolted on.
Included
Every Forward client gets a complete investment management service — not a basic robo with optional add-ons.
The Platform
The Forward dashboard shows your investments alongside your complete financial picture — net worth, cash flow, tax position, and plan progress.
Investment Dashboard Preview
Also at Forward
Financial Advice
Your investment strategy doesn't exist in a vacuum. Your CFP builds a plan that coordinates your portfolio with your goals, timeline, and life.
Learn moreTax Filing
The advisor who manages your investments also files your taxes. That means tax-loss harvesting that actually shows up on your return.
Learn moreSee how a coordinated approach to investing, taxes, and financial planning changes what’s possible.
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